|
3401
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$332K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
3402
|
Willis Johnson & Associates
Houston,
Texas
|
$332K
|
+$315K
|
1
|
0.04%
|
New
|
|
|
3403
|
Cortland Associates
St Louis,
Missouri
|
$332K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
3404
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$331K
|
$0
|
1
|
0.27%
|
Maintained
|
|
|
3405
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$331K
|
+$376K
|
1
|
0.21%
|
New
|
|
|
3406
|
Tortoise Investment Management
White Plains,
New York
|
$331K
|
$0
|
4
|
0.06%
|
Maintained
|
|
|
3407
|
Cullen Capital Management
New York
|
$331K
|
-$355K
|
2
|
0%
|
Reduced
|
|
|
3408
|
Rollins Financial
Atlanta,
Georgia
|
$330K
|
-$184K
|
1
|
0.13%
|
Reduced
|
|
|
3409
|
Blankinship & Foster
Solana Beach,
California
|
$330K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
3410
|
Apricus Wealth
Beaufort,
South Carolina
|
$329K
|
$0
|
1
|
0.3%
|
Maintained
|
|
|
3411
|
Raub Brock Capital Management
Larkspur,
California
|
$328K
|
+$311K
|
1
|
0.07%
|
New
|
|
|
3412
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$328K
|
+$298K
|
1
|
0.15%
|
New
|
|
|
3413
|
Avant Capital
Lafayette,
Louisiana
|
$326K
|
+$309K
|
1
|
0.4%
|
New
|
|
|
3414
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$325K
|
-$66.2K
|
1
|
0.02%
|
Reduced
|
|
|
3415
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$325K
|
+$17.4K
|
1
|
0.26%
|
Increased
|
|
|
3416
|
Whitefort Capital Management
New York
|
$324K
|
-$2.83M
|
1
|
0.25%
|
Reduced
|
|
|
3417
|
Tevis Investment Management
Plano,
Texas
|
$323K
|
-$41.7K
|
1
|
0.34%
|
Reduced
|
|
|
3418
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$322K
|
+$142
|
1
|
0.19%
|
Increased
|
|
|
3419
|
Defender Capital
Charlotte,
North Carolina
|
$321K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
3420
|
Coyle Financial Counsel
Glenview,
Illinois
|
$321K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
3421
|
LWM Advisory Services
Plantation,
Florida
|
$321K
|
+$57.1K
|
1
|
0.35%
|
Increased
|
|
|
3422
|
E.S. Barr & Co
Lexington,
Kentucky
|
$321K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
3423
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$318K
|
$0
|
1
|
0.23%
|
Maintained
|
|
|
3424
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$317K
|
+$288K
|
1
|
0.15%
|
New
|
|
|
3425
|
HighVista Strategies
Boston,
Massachusetts
|
$317K
|
+$304K
|
1
|
0.19%
|
New
|
|